Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option
₹3613.6194
₹2.64 (+0.07%)
NAV as of 29 May 2026
Today's NAV — all variants
Regular · Growth
₹₹3613.6194
₹2.64 (+0.07%)
29 May 2026
AMFI: 149519
Direct · Growth
₹₹3901.7468
₹3.01 (+0.08%)
29 May 2026
AMFI: 149526
Regular · IDCW
₹₹1089.5479
₹0.80 (+0.07%)
29 May 2026
AMFI: 149521
Direct · IDCW
₹₹1110.2868
₹0.86 (+0.08%)
29 May 2026
AMFI: 149525
Returns (Lumpsum)
CAGR for periods ≥ 1 yearReturns calculated from 26 December 2011 onwards due to a structural change in the scheme on that date. Pre-2011 NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.
SIP Returns (XIRR)
₹1,000/month SIP, annualisedSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹1,34,000
Invested
₹1,40,18,996
Value today
34.0%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹3,60,224
Value today
30.1%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹13,40,000
Withdrawn
₹22,00,33,675
Corpus left
+₹22,03,73,675 net gain — withdrew ₹13,40,000 AND corpus grew
Plan your SWP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹1,39,071
Value today
1.4×
Multiple
Staying invested through that crash turned ₹1L into ₹1,39,071 — a 1.4× return
Read: Staying invested through crashesDirect vs Regular — ₹500/month over 10 years
Expense ratio drag on your actual returns
Direct plan
₹78,971
Regular plan
₹76,465
Direct earns ₹2,506 more on a ₹60K investment — 0.42% extra return per year
Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.
Learn about Direct vs Regular plansFund Details
Risk Metrics
Trailing 1 year, annualised-0.68
Sharpe Ratio
—
Alpha
—
Beta
-0.78
Sortino
0.49%
Std Dev
-0.25%
Max Drawdown
Portfolio Holdings
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option by Sundaram Mutual Fund is a Low Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Low Duration category.
About This Fund
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund)- Growth Option is a Low Duration mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 22 years. It manages assets worth ₹463 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Low Duration Debt Index.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations